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CYPRESS POINT INVESTMENT MANAGEMENT LP — 13F Holdings & Portfolio

CIK 2058475 · latest 13F-HR filed 2026-08-13

Backtest portfolio

CYPRESS POINT INVESTMENT MANAGEMENT LP manages $551.7M in 13F-reported U.S. long-equity assets across 33 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BAND (8.90%), SRAD (5.41%), QTWO (4.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 4; 19 existing positions rose in reported value and 6 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$551.7M

Long-equity book

Holdings
33

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+5 / −4 / ↑19 / ↓6

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
BAND8.9% · -51%SRAD5.4% · +21%QTWO4.8% · +12%COUR4.7% · newGENI4.6% · +5%FRSH4.6% · -2%BLND4.4% · -2%SNOW4.3% · +50%S3.9% · -6%PAY3.9% · +5%TTAN3.9% · -26%PCOR3.8% · +6%U3.6% · +812%DKNG3.4% · +148%FROG3.1% · -59%ALKT3.1% · newESTC2.8% · -12%COMP2.4% · +39%AKAM2.4% · +14%DT2.3% · -5%SAIL2.3% · +63%VERX2.0% · +78%PL1.9% · -27%W1.8% · -2%DDOG1.6% · -71%MDB1.6% · -20%SOFI1.6% · +77%CVLT1.6% · newNCNO1.5% · +79%ADSK1.4% · newVEEV1.2% · newNET1.2% · +6%NBIS0.3% · -76%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 49.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 29, 2026.

Assets Under Management
$512.4M
Discretionary
$512.4M
Employees
4
Accounts
4
Address
100 SHORELINE HIGHWAY
SUITE B375
MILL VALLEY, CA 94941
Phone
(415) 598-1040
Website
Name Title / Status Ownership Type
CYPRESS POINT CAPITAL MANAGEMENT LLC ControlGENERAL PARTNER
since Mar 2021
Less than 5%Domestic Entity
Fizzarotti, Ashley, Christine ControlCHIEF COMPLIANCE OFFICER
since Jul 2026
Less than 5%Individual
SMITH, BRENDEN, MATTHEW ControlMANAGING PARTNER
since Mar 2021
75% or moreIndividual
SMITH, BRENDEN, MATTHEW Control
Indirect owner via CYPRESS POINT CAPITAL MANAGEMENT LLC
MANAGER; MEMBER
since Mar 2021
75% or moreIndividual
Ownership & leadership changes · 2 filings with changes since Nov 8, 2024

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 29, 2026 filing
  • AddedFizzarotti, Ashley, Christine · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedSMITH, BRENDEN, MATTHEW · title CHIEF COMPLIANCE OFFICER; MANAGING PARTNER → MANAGING PARTNER
Aug 25, 2025 filing
  • No longer listedMEZZADRI, MARC, ANTHONY · CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Jul 2022
  • ChangedSMITH, BRENDEN, MATTHEW · title MANAGING PARTNER; LIMITED PARTNER → CHIEF COMPLIANCE OFFICER; MANAGING PARTNER
Nov 8, 2024 filing (earliest on record)
  • ListedCYPRESS POINT CAPITAL MANAGEMENT LLC · GENERAL PARTNER · Less than 5% · control person
  • ListedMEZZADRI, MARC, ANTHONY · CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER · Less than 5% · control person
  • ListedSMITH, BRENDEN, MATTHEW · MANAGING PARTNER; LIMITED PARTNER · 75% or more · control person
  • ListedSMITH, BRENDEN, MATTHEW · MANAGER; MEMBER · 75% or more · indirect via CYPRESS POINT CAPITAL MANAGEMENT LLC · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 19 →

Top Trims

Show all 6 →

New Positions

Show all 5 →

Exited Positions

Show all 4 →

CYPRESS POINT INVESTMENT MANAGEMENT LP Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BANDWIDTH INC BAND 05988J103 $49.1M 8.90% 775,581 SH
2 SPORTRADAR GROUP AG SRAD H8088L103 $29.9M 5.41% 1,994,698 SH
3 Q2 HLDGS INC QTWO 74736L109 $26.4M 4.79% 548,929 SH
4 COURSERA INC COUR 22266M104 $25.7M 4.65% 4,551,747 SH
5 GENIUS SPORTS LIMITED GENI G3934V109 $25.2M 4.56% 4,151,812 SH
6 FRESHWORKS INC FRSH 358054104 $25.1M 4.55% 2,481,388 SH
7 BLEND LABS INC BLND 09352U108 $24.4M 4.43% 14,297,425 SH
8 SNOWFLAKE INC SNOW 833445109 $23.7M 4.30% 93,160 SH
9 SENTINELONE INC S 81730H109 $21.5M 3.90% 1,266,790 SH
10 PAYMENTUS HOLDINGS INC PAY 70439P108 $21.3M 3.86% 881,115 SH
11 SERVICETITAN INC TTAN 81764X103 $21.2M 3.85% 300,394 SH
12 PROCORE TECHNOLOGIES INC PCOR 74275K108 $20.8M 3.78% 513,203 SH
13 UNITY SOFTWARE INC U 91332U101 $19.7M 3.57% 690,070 SH
14 DRAFTKINGS INC NEW DKNG 26142V105 $18.9M 3.43% 748,649 SH
15 JFROG LTD FROG M6191J100 $17.3M 3.14% 190,770 SH
16 ALKAMI TECHNOLOGY INC ALKT 01644J108 $17.0M 3.08% 936,985 SH
17 ELASTIC N V ESTC N14506104 $15.6M 2.83% 274,030 SH
18 COMPASS INC COMP 20464U100 $13.2M 2.39% 1,070,527 SH
19 AKAMAI TECHNOLOGIES INC AKAM 00971T101 $13.2M 2.39% 111,332 SH
20 DYNATRACE INC DT 268150109 $12.7M 2.30% 289,001 SH
21 SAILPOINT INC SAIL 78781J109 $12.6M 2.29% 861,578 SH
22 VERTEX INC VERX 92538J106 $10.9M 1.98% 952,212 SH
23 PLANET LABS PBC PL 72703X106 $10.4M 1.88% 313,568 SH
24 WAYFAIR INC W 94419L101 $10.1M 1.82% 108,812 SH
25 DATADOG INC DDOG 23804L103 $8.8M 1.59% 33,688 SH
26 MONGODB INC MDB 60937P106 $8.7M 1.57% 25,863 SH
27 SOFI TECHNOLOGIES INC SOFI 83406F102 $8.7M 1.57% 483,640 SH
28 COMMVAULT SYS INC CVLT 204166102 $8.6M 1.56% 60,851 SH
29 NCINO INC NCNO 63947X101 $8.0M 1.46% 492,329 SH
30 AUTODESK INC ADSK 052769106 $7.9M 1.43% 40,517 SH
31 VEEVA SYS INC VEEV 922475108 $6.8M 1.23% 38,236 SH
32 CLOUDFLARE INC NET 18915M107 $6.5M 1.17% 26,422 SH
33 NEBIUS GROUP N.V. NBIS N97284108 $1.8M 0.33% 6,640 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $551.7M 33 0001104659-26-096019
2026-03-31 2026-05-15 $424.5M 32 0001104659-26-062346
2025-12-31 2026-02-17 $465.0M 31 0001104659-26-016133
Filer Information
Address
100 SHORELINE HIGHWAY
SUITE B375
MILL VALLEY, CA 94941
Phone
(415) 598-1040
Filing Manager
CYPRESS POINT INVESTMENT MANAGEMENT LP
MILL VALLEY, CA
Signatory
ASHLEY FIZZAROTTI
CHIEF COMPLIANCE OFFICER